The Burkholder Team
We are a family financial practice dedicated to helping our clients make the most of their hard earned money. We serve individuals and business owners who are passionate about their goals and appreciate the advice and expertise we can provide.
Since we are business owners, founded in family values, we make our clients part of our family. Our first priority is your overall financial success. We help you identify your dreams and goals, and join in the celebration along the way. Your financial success is our financial success.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
What’s the deal with your yearly free credit report?
It's important to understand the pros and cons when considering a prepaid debit card.
Here are six flags that may make your tax return prime for an IRS audit.
For some, the social impact of investing is just as important as the return, perhaps more important.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
That big list of dreams and goals isn't the only way to look at your bucket list.
Here’s a quick guide to checking to see if you have unclaimed money.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Do you know these three personal finance sayings?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?